Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
9,509
+401
+4% +$20.1K ﹤0.01% 876
2025
Q1
$611K Sell
9,108
-67
-0.7% -$4.49K ﹤0.01% 770
2024
Q4
$725K Sell
9,175
-11
-0.1% -$869 ﹤0.01% 724
2024
Q3
$789K Sell
9,186
-1
-0% -$86 ﹤0.01% 721
2024
Q2
$630K Sell
9,187
-68
-0.7% -$4.67K ﹤0.01% 769
2024
Q1
$571K Sell
9,255
-220
-2% -$13.6K ﹤0.01% 810
2023
Q4
$465K Sell
9,475
-176
-2% -$8.64K ﹤0.01% 873
2023
Q3
$424K Hold
9,651
﹤0.01% 843
2023
Q2
$390K Buy
9,651
+240
+3% +$9.71K ﹤0.01% 881
2023
Q1
$435K Sell
9,411
-739
-7% -$34.2K ﹤0.01% 857
2022
Q4
$493K Sell
10,150
-612
-6% -$29.7K ﹤0.01% 807
2022
Q3
$364K Sell
10,762
-236
-2% -$7.98K ﹤0.01% 883
2022
Q2
$360K Sell
10,998
-5,697
-34% -$186K ﹤0.01% 889
2022
Q1
$555K Buy
16,695
+6,030
+57% +$200K ﹤0.01% 799
2021
Q4
$297K Buy
+10,665
New +$297K ﹤0.01% 1022